Is Your Financial Planner Acting in Your Best Interest?
The COVID-19 pandemic created financial challenges for people across the world and led to increased demand for professional financial advice. During the height of the pandemic last April, nearly 8 in 10 CFP® professionals (78%) reported an uptick in inquiries from clients, and 1 in 3 (34%) saw an increase in inquiries from prospective clients.
- SEE MORE Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
As more Americans turn
